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Welch Joins Berkshire Bank's Wealth Management Team

09:46AM / Friday, July 25, 2014
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PITTSFIELD, Mass. — Thaddeus Welch III has been hired as Portfolio Research Analyst & Trader at Berkshire Bank's Wealth Management team.  

In this position, Welch will be responsible for managing all trading activities and performing fundamental, economic, and sector research to assist in generating overall investment strategies.

In addition, Welch will work with clients to customize their portfolios for appropriate risk-reward allocations and to achieve their long-term goals.  His areas of specialization are trading,equity research and portfolio management.  

Welch will be working out of Berkshire Wealth Management’s Lenox office, located at 25 Main St.

Prior to Berkshire Bank, Thadd Welch III worked for Spinnaker Trust in Portland, Maine, where he was a member of the investment committee and helped manage sophisticated portfolios.  Welch received his bachelor of arts in Economics from Bowdoin College and is a CFA level II candidate.

 

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